+112.5%
NET vs VTEB
+2.2%
+110.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.1% |
| 7D | -7.0% | -0.8% | -6.2% | -5.3% |
| 30D | -4.8% | -1.3% | -3.4% | -1.6% |
| 3M | +3.8% | -2.1% | +6.0% | +9.3% |
| 6M | +50.0% | -1.7% | +51.7% | +56.3% |
| YTD | +41.5% | -0.6% | +42.0% | +43.5% |
| 1Y | +32.8% | +3.1% | +29.8% | +23.9% |
| 3Y | +335.9% | +9.2% | +326.7% | +229.4% |
| All | +112.5% | +2.2% | +110.2% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VTEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling